Retirees

Reaching your retirement is a significant milestone, and it’s important you live the life you want to. Superannuation will form the nucleus of your financial stability in retirement, so it is imperative that you structure this product correctly. We will also ensure that all of your health wishes and wealth directives are ordered properly.

Talk To Us If

How We Can Help

You are unsure how to set-up your super fund investments to pay yourself an income

Determine the appropriate allocation of funds to income paying investments

You find it confronting, confusing and difficult to know how you should manage your funds

Provide a clear rationale voice that gives you a plan you can understand

You would like to know if you should sell or hold on to your family home

Provide a detailed analysis of the capital investment required to produce your required income in retirement

You would like to know how to best structure the proceeds from the sale of your business

Advise on appropriate taxation structures to ensure you pay the least amount of tax on the sale of your business

You would like to know what government benefits you are entitled to receive

Explain what benefits are available and if it is possible to restructure your investment holdings to gain more benefits

You are concerned about other people (EG. medical professionals, family) making decisions on your behalf should you suffer a significant medical setback

Advise on the appropriateness of an Advanced Health Directive to clarify your wishes regarding any treatments

Upon your passing you wish for your family assets to remain within “the family bloodline” and protected from possible future events
EG. Children’s divorce

Advise on appropriate strategies via your Will that will give your children the ability to protect their inheritance

Got an Enquiry

Please complete your details and send an enquiry to us. One of our representatives shall be in touch with you within 48 hrs.

Testimonials

Dear Simon, I am writing to thank you for taking over as our Financial Advisor when we were facing financial losses due to unwise advice from the former Firm servicing us. Through your attention to our needs we were able to receive back our entire investment in a property project that ultimately went bust.

Jack Hanover, Josock ltd CEO

I received some bad news after a health checkup and went about making a claim with Simon’s help. We struck some significant hurdles initially with the insurers and it looked like my claim was going to be declined. Simon assisted me to make a case as to why they should reconsider their initial assessment. Ultimately my claim was successful but without Simon’s support and constant follow up with the insurers I’m not sure I would have got the result

Shane Smith

Dear Simon, I am writing to thank you for taking over as our Financial Advisor when we were facing financial losses due to unwise advice from the former Firm servicing us. Through your attention to our needs we were able to receive back our entire investment in a property project that ultimately went bust. Your helpful counsel has led us into wise investments that have preserved our threatened capital and maintained our income stream. Your availability, virtually on call, is most reassuring and your personal visits make our life as elderly citizens so much easier. We are most grateful for your service and feel confident about the future direction of our Fund. Sincere regards

Adrienne and Max Walters

Once again we are at that time of the year when we reconcile our portfolio.
We are obliged to say “well done” – perhaps a little conservative at times but the end result is what counts and we are both pleased.

Graeme and Wendy Wheildon

Financial Planning

Pension Transfers

International Planning

Location

Boxodosh Pty Ltd ATF Boxodosh Trust & JRS Cooper Pty Ltd ATF Cooper Family Trust in Partnership trading as TWA Advisory is a Corporate Authorised Representative of Resolute Financial Advisory Pty Ltd (AFSL 436967)
General Advice Warning; This information is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different and you should seek advice from a financial planner who can consider if the strategies and products are right for you.